LOM Asset Management Ltd
CIK: 0002077907SEC EDGAR →
Portfolio Value
$345.2M
Holdings
277
As of
Q4 2025
New Positions
7
Closed Positions
12
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BROADCOM INC | 46,205 | $16.0M | 4.63% |
| 2 | ALPHABET INC | 48,478 | $15.2M | 4.41% |
| 3 | MICROSOFT CORP | 23,082 | $11.2M | 3.23% |
| 4 | NVIDIA CORPORATION | 58,976 | $11.0M | 3.19% |
| 5 | AMAZON COM INC | 33,217 | $7.7M | 2.22% |
| 6 | JPMORGAN CHASE & CO. | 21,810 | $7.0M | 2.04% |
| 7 | VANGUARD TAX-MANAGED FDS | 106,153 | $6.6M | 1.92% |
| 8 | APPLIED MATLS INC | 24,489 | $6.3M | 1.82% |
| 9 | ANALOG DEVICES INC | 23,022 | $6.2M | 1.81% |
| 10 | APPLE INC | 21,138 | $5.7M | 1.66% |
Quarterly Changes
New Positions (36)
$2.1M · 69K shares
$1.8M · 157K shares
$1.4M · 21K shares
$408K · 7K shares
$352K · 3K shares
$217K · 1K shares
$194K · 9K shares
$182K · 38K shares
$170K · 730 shares
$165K · 930 shares
$143K · 1K shares
$128K · 1K shares
$102K · 1K shares
$102K · 1K shares
$80K · 500 shares
$72K · 850 shares
$69K · 1K shares
$66K · 3K shares
$64K · 1K shares
$59K · 1K shares
$59K · 835 shares
$49K · 1K shares
$46K · 1K shares
$43K · 600 shares
$35K · 5K shares
$34K · 500 shares
$34K · 5K shares
$33K · 145 shares
$32K · 5K shares
$25K · 2K shares
$22K · 330 shares
$20K · 405 shares
$19K · 850 shares
$19K · 1K shares
$19K · 230 shares
$8K · 30 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 97 | $85.8M | 30.3% |
| Technology | 38 | $75.0M | 26.5% |
| Consumer Cyclical | 20 | $26.3M | 9.3% |
| Communication Services | 12 | $19.3M | 6.8% |
| Healthcare | 24 | $14.4M | 5.1% |
| Consumer Defensive | 10 | $13.6M | 4.8% |
| Industrials | 23 | $13.2M | 4.7% |
| Utilities | 13 | $10.9M | 3.8% |
| Energy | 14 | $8.5M | 3.0% |
| Basic Materials | 10 | $8.1M | 2.8% |
| Unknown | 14 | $7.6M | 2.7% |
| Real Estate | 2 | $186K | 0.1% |